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JFS Wealth Advisors’s Vanguard Morningstar Mid-Cap Value ETF VOE Stock Holding History

JFS Wealth Advisors’s Portfolio VOE Stock Details VOE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.31M Buy
6,625
+2
+0% +$387 0.07% 144
2026
Q1 		$1.22M Sell
6,623
-3,874
-37% -$724K 0.07% 148
2025
Q4 		$1.86M Buy
10,497
+632
+6% +$111K 0.1% 113
2025
Q3 		$1.73M Buy
9,865
+4,567
+86% +$777K 0.1% 115
2025
Q2 		$871K Hold
5,298
– – 0.06% 159
2025
Q1 		$851K Buy
5,298
+287
+6% +$46.9K 0.06% 155
2024
Q4 		$811K Hold
5,011
– – 0.06% 153
2024
Q3 		$840K Sell
5,011
-17
-0.3% -$2.7K 0.06% 159
2024
Q2 		$756K Hold
5,028
– – 0.06% 135
2024
Q1 		$784K Hold
5,028
– – 0.06% 131
2023
Q4 		$729K Sell
5,028
-65
-1% -$8.73K 0.06% 123
2023
Q3 		$667K Buy
5,093
+88
+2% +$12.2K 0.06% 133
2023
Q2 		$693K Buy
5,005
+1,385
+38% +$185K 0.06% 135
2023
Q1 		$485K Sell
3,620
-165
-4% -$22.9K 0.05% 149
2022
Q4 		$512K Buy
3,785
+1,255
+50% +$168K 0.05% 151
2022
Q3 		$308K Hold
2,530
– – 0.03% 178
2022
Q2 		$328K Hold
2,530
– – 0.03% 167
2022
Q1 		$379K Hold
2,530
– – 0.04% 175
2021
Q4 		$380K Sell
2,530
-350
-12% -$51.4K 0.04% 176
2021
Q3 		$402K Buy
2,880
+2,855
+11,420% +$406K 0.04% 163
2021
Q2 		$4K Hold
25
– – ﹤0.01% 516
2021
Q1 		$3K Hold
25
– – ﹤0.01% 526
2020
Q4 		$3K Hold
25
– – ﹤0.01% 517
2020
Q3 		$3K Buy
+25
New +$2.53K ﹤0.01% 492
2018
Q4 		– Sell
-85
Closed -$10K – 536
2018
Q3 		$10K Buy
+85
New +$9.66K ﹤0.01% 408

Other funds holding VOE

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JFS Wealth Advisors's VOE Position: Q2 2026 in Review

JFS Wealth Advisors increased its Vanguard Morningstar Mid-Cap Value ETF (VOE) stake by 0.03% in Q2 2026, buying an estimated $387 and bringing the position to 6,625 shares worth $1.31M. The position accounts for 0.07% of the portfolio, ranked #144.

JFS Wealth Advisors first reported a position in VOE in Q3 2018 and has held it in 25 quarters since. The position peaked at $1.86M in Q4 2025. 1,239 funds tracked by Wall St. Rank hold VOE as of Q2 2026.

  • JFS Wealth Advisors held 6,625 shares of Vanguard Morningstar Mid-Cap Value ETF worth $1.31M as of Q2 2026.
  • JFS Wealth Advisors bought 2 Vanguard Morningstar Mid-Cap Value ETF shares in Q2 2026, an estimated $387.
  • Vanguard Morningstar Mid-Cap Value ETF made up 0.07% of JFS Wealth Advisors's portfolio in Q2 2026, its #144 holding.
  • JFS Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Value ETF in Q3 2018 and has held it in 25 quarters since.
  • JFS Wealth Advisors's Vanguard Morningstar Mid-Cap Value ETF position peaked at $1.86M in Q4 2025.
  • 1,239 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Value ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.